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HBC Financial Services’s British American Tobacco BTI Stock Holding History

HBC Financial Services’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$29K – 163
2023
Q4 		$29K Buy
+1,000
New +$30.4K 0.02% 88
2023
Q2 		– Sell
-600
Closed -$21K – 172
2023
Q1 		$21K Buy
+600
New +$22.6K 0.02% 112

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HBC Financial Services's BTI Position: Q1 2024 in Review

HBC Financial Services sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 1,000 shares — an estimated $29K sold.

HBC Financial Services first reported a position in BTI in Q1 2023 and held it in 2 quarters. The position peaked at $29K in Q4 2023. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

  • HBC Financial Services reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
  • HBC Financial Services sold 1,000 British American Tobacco shares in Q1 2024, an estimated $29K.
  • HBC Financial Services first reported a position in British American Tobacco in Q1 2023 and held it in 2 quarters.
  • HBC Financial Services's British American Tobacco position peaked at $29K in Q4 2023.
  • 575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.